Farther Finance Advisors, LLC
Farther Finance Advisors, LLC is a registered investment adviser headquartered in San Francisco, California. The firm leverages experienced financial advisors and proprietary technology to provide comprehensive financial planning and wealth management solutions for individuals, families, and businesses. Founded in Delaware, Farther combines unbiased advice and holistic services, including estate planning, tax, insurance, and investment management, to serve affluent and high-net-worth clients.
Investment Strategy
Farther Finance Advisors deploys a data-driven, technology-empowered investment approach, offering access to a wide range of public strategies and alternative investments. The firm emphasizes personalized, unbiased advisory services supported by an in-house team of experts (CPAs, estate attorneys, insurance specialists), all delivered on a proprietary wealth management platform. Their advisors focus on maximizing each client's financial goals through diversified portfolios, efficient asset allocation, and holistic planning practices. Client assets are custody-secured with trusted partners like Pershing, Schwab, and Fidelity, and data security is a high priority.
Top Holdings
Equity Positions (4,708)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S&P 500 ETF | 6.02% | $398.8M | 595,807 | $543.72 | $669.30 | +$54.9M |
V VOO | VANGUARD S&P 500 ETF | 2.90% | $191.9M | 313,439 | $471.24 | $612.38 | +$7.7M |
A AAPL | APPLE INC COM | 2.65% | $175.7M | 689,954 | $215.19 | $254.63 | +$58.0M |
N NVDA | NVIDIA CORPORATION COM | 2.26% | $149.6M | 802,003 | $117.08 | $186.58 | +$52.8M |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 1.82% | $120.7M | 2,015,008 | $53.46 | $59.92 | -$1.3M |